See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,576 | $65,041-86.8% | $90,951-90.6% | $79,858-89.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 24.89% | 30.45%-5.6pp | 134.60%-109.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $2,625 | $1,247+110.5% | $2,122+23.7% | $2,471+6.2% |
| Participant deferral / active EE | $1,037 | $2,512-58.7% | $3,373-69.3% | $3,740-72.3% |
| Admin fee / account holder | $121 | $4,536-97.3% | $5,959-98.0% | $5,306-97.7% |